CIK 2076215
Sarver Vrooman Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
263
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC NEW | 962 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 871 | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 1K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 3K | $50K–$100K | SH |
| BSCU | INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD | 5K | $50K–$100K | SH |
| BAC | BANK OF AMERICA CORP | 2K | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 633 | $50K–$100K | SH |
| BSCS | INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP | 4K | $50K–$100K | SH |
| BSCR | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP | 4K | $50K–$100K | SH |
| BSCQ | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026 | 4K | $50K–$100K | SH |
| BLK | BLACKROCK INC COM NEW | 75 | $50K–$100K | SH |
| BSCT | INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD | 4K | $50K–$100K | SH |
| GSBC | GREAT SOUTHERN BANCORP INC | 1K | $50K–$100K | SH |
| TMUS | T-MOBILE US INC | 370 | $50K–$100K | SH |
| MCD | MCDONALDS CORP | 244 | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL | 317 | $50K–$100K | SH |
| AVGO | BROADCOM INC | 200 | $50K–$100K | SH |
| EXPE | EXPEDIA INC | 242 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING | 264 | $50K–$100K | SH |
| GM | GENERAL MOTORS CO | 830 | $50K–$100K | SH |
| GD | GENL DYNAMICS CORP | 198 | $50K–$100K | SH |
| — | SKYBRIDGE OPPORTUNITY FUND LLC SERIES G | 63 | $50K–$100K | SH |
| MMM | 3M CO | 400 | $50K–$100K | SH |
| CTVA | CORTEVA INC | 954 | $50K–$100K | SH |
| INTU | INTUIT INC | 95 | $50K–$100K | SH |
| XMVM | INVESCO S&P MIDCAP ETF VALUE WITH MOMENTUM | 980 | $50K–$100K | SH |
| CSCO | CISCO SYSTEMS INC | 812 | $50K–$100K | SH |
| PG | PROCTER & GAMBLE CO | 419 | $50K–$100K | SH |
| ALL | ALLSTATE CORP | 282 | $50K–$100K | SH |
| QUBT | QUANTUM COMPUTING INC | 6K | $50K–$100K | SH |
| STT | STATE STR CORP | 453 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 992 | $50K–$100K | SH |
| JCI | JOHNSON CTLS INTL PLC | 470 | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WORKS INC | 226 | $50K–$100K | SH |
| DOV | DOVER CORP COMMON | 283 | $50K–$100K | SH |
| STLA | STELLANTIS N V SHS | 5K | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN CRUISES LTD NORWAY | 188 | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS COMPANY | 140 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC | 644 | $50K–$100K | SH |
| AMAT | APPLIED MATERIALS INC | 200 | $50K–$100K | SH |
| NOBL | PROSHARES S&P 500 ETF DIVIDEND A | 489 | $50K–$100K | SH |
| FDX | FEDEX CORPORATION | 175 | $50K–$100K | SH |
| CVX | CHEVRON CORPORATION | 325 | $15K–$50K | SH |
| PEP | PEPSICO INCORPORATED | 345 | $15K–$50K | SH |
| PNC | PNC FINANCIAL SERVICES GROUP | 235 | $15K–$50K | SH |
| MRSH | MARSH | 262 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 58 | $15K–$50K | SH |
| PRK | PARK NATIONAL CORP | 300 | $15K–$50K | SH |
| PHM | PULTE GROUP INC | 389 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHINE CORP | 153 | $15K–$50K | SH |